Quincy Cass Associates, Incorporated
Firm details
- Headquarters
- Los Angeles, California
- CRD number
- 686
- Registered since
- January 1, 1936
- Website
- www.quincycass.com
Firm profile
FINTRXOverview
Quincy Cass Associates, Incorporated is an SEC-registered advisory corporation that has been on the register since 1936. The firm is owned by an individual and is listed as an unclassified adviser in the available records. Public disclosures about the firm’s business lines, client makeup, and advisory activities are sparse. The firm reports it is not a capital allocator and does not identify as an active ESG investor. It is not flagged as a multi-state adviser, pension consultant, or related adviser in the provided data.
Assets & Accounts
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3
Mark Minichiello
Chief Executive OfficerCRD 1863304

Daniel Guay
Chief Financial OfficerCRD 4015808

Deanna Adams
Chief Investment OfficerCRD 7475707
Contacts
3 of 5
Jens Spitta
Senior Wealth AdvisorCRD 432314
Guadalupe Benitez Chavez
ShareholderCRD 4524777
Rebecca Terrazas
Executive Vice PresidentCRD 4745911
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Los Angeles, CA
Los Angeles
Location
Los Angeles, CA
Headquartered in Los Angeles, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Los Angeles
- Address
- 11111 Santa Monica Blvd
- Time zone
- PT (UTC-8)
- Office locations
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